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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
$276K -$15.2K -497 -5%
Betterment LLC
52
Betterment LLC
New York
$260K +$3.62K +118 +1%
DC
53
Davenport & Co
Virginia
$251K +$246K +8,021 New
AWM
54
AE Wealth Management
Kansas
$208K -$1.99K -65 -1%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$178K +$71.5K +2,333 +69%
JP Morgan Chase
56
JP Morgan Chase
New York
$136K +$28.2K +921 +27%
CFS
57
CGC Financial Services
Oregon
$97.3K +$95.5K +3,115 New
RFA
58
Reyes Financial Architecture
California
$88.9K -$677K -22,076 -89%
LAMC
59
Longview Asset Management (California)
California
$76.4K -$4.9K -160 -6%
PS
60
Principal Securities
Iowa
$48.3K +$16.7K +545 +55%
US Bancorp
61
US Bancorp
Minnesota
$41.9K +$41.1K +1,340 New
ABWM
62
Alpine Bank Wealth Management
Colorado
$28.1K
HI
63
Harbour Investments
Wisconsin
$24.4K
Wells Fargo
64
Wells Fargo
California
$20.3K +$19.9K +650 New
AssetMark Inc
65
AssetMark Inc
California
$19.6K
LFG
66
Larson Financial Group
Missouri
$19.3K -$13.3K -433 -41%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$15.7K -$2.24K -73 -13%
GRP
68
Global Retirement Partners
California
$14.5K +$31 +1 +0.2%
Morgan Stanley
69
Morgan Stanley
New York
$14.2K -$31 -1 -0.2%
ASN
70
Advisory Services Network
Georgia
$12.4K -$1.36M -44,373 -99%
Comerica Bank
71
Comerica Bank
Texas
$2.19K
FFA
72
Farther Finance Advisors
California
$1.75K -$5.07M -165,438 -100%
DFA
73
DHJJ Financial Advisors
Illinois
$625
LWL
74
Leo Wealth LLC
Texas
-$4.57M -151,944 Closed
BAM
75
Belpointe Asset Management
Nevada
-$4.2M -139,806 Closed